EWM

Edge Wealth Management Portfolio holdings

AUM $565M
1-Year Est. Return 15.22%
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$7.47M
3
+$6.72M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.51M
5
CRM icon
Salesforce
CRM
+$4.99M

Top Sells

1
+$8.79M
2
+$8.29M
3
+$7.55M
4
RTX icon
RTX Corp
RTX
+$6.99M
5
XOM icon
Exxon Mobil
XOM
+$6M

Sector Composition

1 Technology 19.18%
2 Healthcare 10.47%
3 Financials 9.62%
4 Communication Services 8.89%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$55K 0.01%
2,375
+2,205
252
$55K 0.01%
4,524
-2,796
253
$55K 0.01%
+520
254
$54K 0.01%
3,500
255
$53K 0.01%
145
256
$53K 0.01%
4,354
-260
257
$52K 0.01%
350
258
$52K 0.01%
3,576
-329
259
$51K 0.01%
389
260
$50K 0.01%
18,150
261
$50K 0.01%
1,398
+1,370
262
$50K 0.01%
250
263
$50K 0.01%
2,000
264
$50K 0.01%
630
-3,055
265
$50K 0.01%
2,000
266
$49K 0.01%
3,700
-73,463
267
$48K 0.01%
837
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268
$48K 0.01%
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269
$47K 0.01%
200
270
$47K 0.01%
10,000
271
$47K 0.01%
1,500
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272
$47K 0.01%
21,500
273
$45K 0.01%
7,500
274
$45K 0.01%
+8,800
275
$45K 0.01%
8,500
9 10
11
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